中信里昂：业内人士指瓶装水市场份额发生变化怡宝和农夫山泉或受益

智通财经网2025-08-06

智通财经APP获悉，中信里昂发布研报称，与华东地区的一位食品饮料分销商进行了电话会议，其指出瓶装水产业的市场份额发生了显著变化。他认为华润饮料(02460)旗下“怡宝”和农夫山泉(09633)或将受益。他观察到农夫山泉无糖茶产品增长强劲，7月将进一步加速，尽管无糖茶的整体需求较去年减弱。在其他饮料公司中，他认为康师傅控股(00322)下半年的复苏将取决于其行销投入水平。同时，他指出液态奶的表现疲软...

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中信里昂：业内人士指瓶装水市场份额发生变化 怡宝和农夫山泉或受益

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中信里昂：业内人士指瓶装水市场份额发生变化怡宝和农夫山泉或受益